Reformation Inc.

NYSE: REF

Day 72 public/EARLY PUBLIC/IPO Jul 30, 2026/Women's, Misses': and Juniors Outerwear

$13.66

▲ 0.26 (+1.94%)

LIVE

updated 15h ago

Intelligence Core

OBSERVING

New SEC filing in the last 72 h

Current missionThesis Test · Day 31–90

Test the initial thesis against the first earnings, guidance and execution.

Focus

EarningsGuidanceExecutionInstitutional changes

NEUTRALFORMING THESIS…Intelligence score DERIVED

/ 100

Confidence65%

CURRENT THESIS INTERPRETED

Reformation Inc. exhibits stable fundamental metrics as a newly public entity with reported revenue, profitability, positive equity, and cash on balance sheet, offset by a thin institutional base and early public lifecycle risk.

Momentum

Price · since IPOLIVE

Yahoo · 51 pts

H $16.84L $12.04Last $13.66

Current ThesisINTERPRETEDLIVE

Why

+Profitable operations with reported revenue and positive equity per SEC XBRL data
+Active insider reporting activity with 24 insider forms filed with the SEC
+Solid fundamental score of 92 driven by reported financial health and balance sheet cash

Risks

−Thin institutional base with 0 Schedule 13D or 13G disclosures on file
−Early public status at 72 days public, carrying higher short-term volatility and execution risk
−Elevated risk score of 68 reflecting lack of seasoned institutional sponsorship

Catalysts

→Future accumulation of institutional sponsorship as the company ages past the 90-day public threshold
→Subsequent periodic SEC filings (10-Q and 10-K) providing extended performance visibility

Current Thesis

Company Web Research · Official DomainVIEW ONLY

https://thereformation.com

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Visit

Capturing thereformation.com…

Screenshot of Reformation Inc.'s official website

SNAPSHOT · live view blocked by site (site answered 403 (bot protection)) · source: SEC 424B4

Resolving official website…

Research EnvironmentLIVE

Research environment · $REFSEC · market · news

22 evidence items|newest evidence 1d ago

Core activity · newest firstreal events · view-only

0s agoSCOREDERIVEDIntelligence score 63/100 recomputed from 5 rule-based signals.via Deterministic scoreDERIVED

0s agoSTATECore OBSERVING · New SEC filing in the last 72 h. Mission: Thesis Test.via Intelligence Core

15h agoOBSERVATIONVERIFIEDLast price $13.66 · +1.94% on the day.via Finnhub quoteVERIFIED

Oct 9, 2026EVIDENCEVERIFIEDForm 4/A filed · FORM 4/A.via SEC EDGARVERIFIED Oct 9, 2026EVIDENCEVERIFIEDForm 4/A filed · FORM 4/A.via SEC EDGARVERIFIED Oct 9, 2026EVIDENCEVERIFIEDForm 4/A filed · FORM 4/A.via SEC EDGARVERIFIED 2d agoEVIDENCECedar Grove Capital Q3 2026 Portfolio Updatevia SeekingAlpha · tier 3, cross-check 3d agoEVIDENCEJim Cramer Calls Reformation (REF) an Intriguing Growth Story but Calls It “Speculative”via Yahoo · tier 3, cross-check 16d agoEVIDENCEBob's Discount Furniture shares are trading lower after the company reported mixed Q4 financial results.via Benzinga · tier 3, cross-check Sep 11, 2026EVIDENCEVERIFIEDForm 10-Q filed · 10-Q.via SEC EDGARVERIFIED Sep 10, 2026EVIDENCEVERIFIEDForm 8-K filed · 8-K.via SEC EDGARVERIFIED

Evidence · SEC filing timelineVERIFIED

Filed	Form	Document	Source
2026-10-09	4/A	FORM 4/A	SEC ↗
2026-10-09	4/A	FORM 4/A	SEC ↗
2026-10-09	4/A	FORM 4/A	SEC ↗
2026-09-11	10-Q	10-Q	SEC ↗
2026-09-10	8-K	8-K

VERIFIEDfrom a primary sourceDERIVEDcomputed by rulesINTERPRETEDreasoned from evidence

Assembled 0s ago · every panel labelled live or simulated · no fabricated metrics